Caitlin Kneram at Fort Point Capital Partners focuses on how to meet the challenges of more asset...
Replacing aging performance technology can be daunting, especially when firms have decades of historical data, proprietary calculations and established workflows they need to preserve. But what if switching platforms didn't mean starting from scratch?
In this FTF live demo, Matthew Ross, Vice President of Performance Product Management at FactSet, joins Maureen Lowe, Founder and President of FTF, to explore how firms can modernize their performance technology without losing what they've already built.
The demo highlights three key capabilities:
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Data reconciliation and validation: Monitoring workflows, identifying exceptions and using AI-generated explanations to help analysts investigate data issues before they affect downstream results.
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Custom performance calculations and analytics: Incorporating firm-specific calculations, classifications and attribution models directly into performance workflows.
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Historical performance migration: Bringing decades of security-level performance history from legacy or external systems into FactSet.
Beyond simply preserving historical results, Matt shows how firms can apply new classifications, benchmarks and attribution models to that data, almost as though they'd been using FactSet all along.
The live Q&A features questions from senior performance measurement, investment analytics and reporting professionals across the buy side, covering public and private market attribution, fund-of-funds look-through, historical data controls, migration from BISAM B-One, and capabilities for investment consultants and OCIOs.
